ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,167 | -3.7% | 947 | 0.0% | 0.08% | -16.5% |
| Q2 2023 | $241,092 | +8.1% | 947 | 0.0% | 0.09% | +4.6% |
| Q1 2023 | $223,025 | -10.3% | 947 | -15.9% | 0.09% | -17.1% |
| Q4 2022 | $248,572 | +5.8% | 1,126 | -0.7% | 0.10% | -4.5% |
| Q3 2022 | $235,000 | -4.9% | 1,134 | 0.0% | 0.11% | +1.9% |
| Q2 2022 | $247,000 | -17.1% | 1,134 | 0.0% | 0.11% | -4.4% |
| Q1 2022 | $298,000 | -7.7% | 1,134 | -2.6% | 0.11% | -4.2% |
| Q4 2021 | $323,000 | +8.8% | 1,164 | 0.0% | 0.12% | -5.6% |
| Q3 2021 | $297,000 | -1.3% | 1,164 | 0.0% | 0.12% | -3.8% |
| Q2 2021 | $301,000 | +6.7% | 1,164 | -2.1% | 0.13% | +15.0% |
| Q1 2021 | $282,000 | +2.5% | 1,189 | -3.5% | 0.11% | -9.6% |
| Q4 2020 | $275,000 | +14.1% | 1,232 | 0.0% | 0.12% | -17.2% |
| Q3 2020 | $241,000 | +8.6% | 1,232 | 0.0% | 0.15% | +4.9% |
| Q2 2020 | $222,000 | -3.9% | 1,232 | -21.0% | 0.14% | -19.6% |
| Q1 2020 | $231,000 | -21.2% | 1,560 | +0.5% | 0.18% | +1.1% |
| Q4 2019 | $293,000 | -1.0% | 1,552 | -8.8% | 0.18% | -10.2% |
| Q3 2019 | $296,000 | +1.0% | 1,702 | 0.0% | 0.20% | 0.0% |
| Q2 2019 | $293,000 | +3.2% | 1,702 | 0.0% | 0.20% | -3.9% |
| Q1 2019 | $284,000 | – | 1,702 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |